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LVAEX vs RMFEX
LVAEX vs RMFEX Comparison
Open Charts LVAEX vs RMFEX
LSV Value Equity Investor
Price$26.94
Change-$0.37 (-1.35%)
VolumeN/A
Net Assets1.34B
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
LVAEX vs RMFEX Comparison Chart
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LVAEX vs. RMFEX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LVAEX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. LVAEX (1.34B). RMFEX pays higher dividends than LVAEX: RMFEX (1.95) vs LVAEX (1.78). LVAEX was incepted earlier than RMFEX: LVAEX (11 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. LVAEX (10.00). RMFEX has a lower initial minimum investment than LVAEX: RMFEX (250) vs LVAEX (1000). RMFEX annual gain was more profitable for investors over the last year : 11.37 vs. LVAEX (7.77). RMFEX return over 5 years is better than : 43.97 vs. LVAEX (11.57).
| LVAEX | RMFEX | LVAEX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.258 | 4.880 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 105B | 1% |
| Annual Yield % from dividends | 1.78 | 1.95 | 91% |
| Returns for 1 year | 7.77 | 11.37 | 68% |
| Returns for 3 years | 0.78 | 20.81 | 4% |
| Returns for 5 years | 11.57 | 43.97 | 26% |
| Returns for 10 years | 32.43 | 71.03 | 46% |